KAISER FOUNDATION HEALTH PLAN INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: KAISER FOUNDATION HEALTH PLAN INC (EIN 94-1340523)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202343199349301704
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T05:58:19-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PwC US Tax LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1800	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941340523	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KAISER FOUNDATION HEALTH PLAN INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% CHIEF TAX OFFICER	InCareOfNm
Business Name Control	KAIS	BusinessNameControlTxt
Phone	5102716611	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA - 26TH FLOOR	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL P WALTON	PersonNm
Person Title	CHIEF TAX OFFICER	PersonTitleTxt
Phone	5102716611	PhoneNum
Signature	2023-10-13	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL P	PersonFirstNm
Person Last	WALTON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Robert W Friz	PreparerPersonNm
PTIN	P00438748	PTIN
Phone	2673303000	PhoneNum
Preparation	2023-10-08	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	GREGORY A ADAMS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA - 26TH FLOOR	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$80,222,584,861	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.kp.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1955	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	30111	TotalEmployeeCnt
Total Volunteers	299	TotalVolunteersCnt
Total Gross UBI	$8,841,025	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$1,003	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$83,331	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$68,337,728,116	PYProgramServiceRevenueAmt
CY Program Service Revenue	$70,943,975,794	CYProgramServiceRevenueAmt
PY Investment Income	-$245,996,819	PYInvestmentIncomeAmt
CY Investment Income	-$143,009,862	CYInvestmentIncomeAmt
PY Other Revenue	$3,533,862	PYOtherRevenueAmt
CY Other Revenue	$3,136,525	CYOtherRevenueAmt
PY Total Revenue	$68,095,348,490	PYTotalRevenueAmt
CY Total Revenue	$70,804,102,457	CYTotalRevenueAmt
PY Grants And Similar Paid	$12,106,275	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$10,929,869	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,534,693,864	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,717,949,402	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$63,623,906,838	PYOtherExpensesAmt
CY Other Expenses	$67,720,911,903	CYOtherExpensesAmt
PY Total Expenses	$67,170,706,977	PYTotalExpensesAmt
CY Total Expenses	$71,449,791,174	CYTotalExpensesAmt
PY Revenues Less Expenses	$924,641,513	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$645,688,717	CYRevenuesLessExpensesAmt
Total Assets BOY	$29,014,389,728	TotalAssetsBOYAmt
Total Assets EOY	$29,662,106,149	TotalAssetsEOYAmt
Total Liabilities BOY	$23,161,181,939	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$19,999,767,795	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,853,207,789	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$9,662,338,354	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$63,912,534,687	ExpenseAmt
Grant	$1,494,690	GrantAmt
Revenue	$67,394,427,025	RevenueAmt
Desc	MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN, INC. (KFHP, INC.) PROVIDES MEDICAL AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP, INC. EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE FOR OUR MEMBERS AND OUR COMMUNITY. KFHP, INC. DIRECTLY INVESTS IN IMPROVEMENTS IN COMMUNITY HEALTH BY WORKING TO INCREASE ACCESS TO HEALTH CARE, IMPROVING THE CONDITIONS FOR HEALTH AND EQUITY AND PROVIDING HEALTH EDUCATION.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$4,461,699,237	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$3,546,791,624	RevenueAmt
Desc	MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN (KFHP, INC.) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP, INC. MEMBERS, BUT ALSO WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2022, A TOTAL OF 1 MILLION INDIVIDUALS WERE RECEIVING THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP, INC.'S MEDICAID MANAGED CARE PROGRAMS IN THE STATES OF CALIFORNIA AND HAWAII AND CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP). IN ADDITION, KFHP, INC. PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS FOR MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP, INC. MEMBERS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$93,118,696	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$2,757,145	RevenueAmt
Desc	CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE) KAISER FOUNDATION HEALTH PLAN (KFHP, INC.) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP, INC. OFFERS FINANCIAL ASSISTANCE THROUGH THE MFA PROGRAM TO HELP FAMILIES AND INDIVIDUALS WITH A DEMONSTRATED FINANCIAL NEED PAY FOR ALL OR PART OF THE COST OF EMERGENCY OR MEDICALLY NECESSARY CARE PROVIDED IN KAISER PERMANENTE FACILITIES AND/OR BY KAISER PERMANENTE PROVIDERS. IN 2022, THIS PROGRAM ASSISTED A TOTAL OF 86,000 PATIENTS THROUGH FINANCIAL ASSISTANCE. THE CHC PROGRAMS OFFER REGULAR KAISER FOUNDATION HEALTH PLAN MEMBERSHIP AT MINIMAL COST TO LOW INCOME FAMILIES WHO ARE NOT ELIGIBLE FOR OTHER PUBLIC OR PRIVATELY SPONSORED COVERAGE.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$48,026,315	ExpenseAmt
Grant	$9,435,179	GrantAmt
Revenue	$0	RevenueAmt
Desc	See Exempt Purpose Achievements in Sch O	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$48,026,315	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$9,435,179	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$68,515,378,935	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	28920	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	30111	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	AR	ForeignCountryCd
Foreign Country	BR	ForeignCountryCd
Foreign Country	CI	ForeignCountryCd
Foreign Country	HU	ForeignCountryCd
Foreign Country	IS	ForeignCountryCd
Foreign Country	JA	ForeignCountryCd
Foreign Country	NI	ForeignCountryCd
Foreign Country	PE	ForeignCountryCd
Foreign Country	PL	ForeignCountryCd
Foreign Country	KS	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	Yes (true)	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	CHIEF TAX OFFICER	PersonNm
Phone	5102716611	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA - 26TH FLOOR	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Gregory Adams
Chairman & CEO	14.9	35.1	Yes (X)	Yes (X)	$13,841,691	$0	-$144,241
Kimberly Horn
EVP, Group President, MOC	14.4	35.6		Yes (X)	$7,934,857	$0	-$23,881
Arthur Southam
EVP, Health Plan Ops & CGO	24.0	26.0		Yes (X)	$5,764,865	$0	-$158,211
Kathryn Lancaster
EVP & Chief Financial Officer	15.8	34.2		Yes (X)	$5,726,249	$0	-$216,576
Mark Zemelman
SVP, General Counsel & Secy	24.0	26.0			$5,101,508	$0	$61,868	Yes (X)
Janet Liang
EVP, Group President & COO	15.0	35.0		Yes (X)	$5,433,297	$0	-$1,438,203
Chuck Bevilacqua
SVP, Health Plan Product, Svc	35.0	15.0		Yes (X)	$3,505,366	$0	-$138,657
Carrie Plietz
Regional President - NCAL	25.0	25.0		Yes (X)	$2,311,327	$0	$406,230
Julie Miller-Phipps
Regional President - SCAL & HI	24.5	25.5		Yes (X)	$2,797,405	$0	-$265,420
Yazdi Bagli
EVP, Enterprise Business Svcs	25.0	25.0		Yes (X)	$1,941,436	$0	$546,656
Christian Meisner
SVP, Chief HR Officer	25.0	25.0		Yes (X)	$1,705,218	$0	$373,514
Wade Overgaard
SVP, Health Plan Ops - CA	40.0	10.0		Yes (X)	$2,374,964	$0	-$372,241
Bechara Choucair
SVP, Chief Health Officer	25.0	25.0		Yes (X)	$1,640,666	$0	$344,213
Paul Swenson
EVP, Chief Admin Officer	44.9	5.1		Yes (X)	$2,076,092	$0	-$97,063
Thomas Hanenburg
SVP, Hospital System Ops	50.0	0.0			$1,705,522	$0	$150,832	Yes (X)
Vanessa Benavides
SVP,Chief Legal Officer & Secy	18.0	32.0		Yes (X)	$1,466,903	$0	$207,776
Chandrika Bhalla
SVP, CFO -CA Mkts/Fin Planning	25.0	25.0		Yes (X)	$1,523,936	$0	$84,121
Diane Comer
EVP, Chief Info & Tech Officer	25.0	25.0		Yes (X)	$1,689,171	$0	-$87,680
Andrew Bindman
EVP, Chief Medical Officer	24.2	25.8		Yes (X)	$1,227,452	$0	$326,409
Thomas Meier
SVP, Corporate Treasurer	19.1	30.9		Yes (X)	$1,614,705	$0	-$90,086
Laurel Junk
SVP, Market Operations Svcs	40.0	10.0		Yes (X)	$1,442,516	$0	$67,017
Greg Christian
Assistant Secretary	25.0	25.0		Yes (X)	$1,644,038	$0	-$164,290
Mick Diede
SVP, Chief Actuary	50.0	0.0			$1,525,431	$0	-$117,343		Yes (X)
Michael Rowe
SVP, Chf Bus Dev & Strat Exec	40.0	10.0			$1,367,114	$0	-$47,297	Yes (X)
Arlene Peasnall
SVP, HR & Labor Relations	50.0	0.0			$1,470,888	$0	-$154,321	Yes (X)
Anthony Barrueta
SVP, Government Relations	25.0	25.0		Yes (X)	$1,536,721	$0	-$273,460
James Simpson
SVP, Enterprise Projects	0.0	50.0			$1,371,610	$0	-$215,993	Yes (X)
Alfonse Upshaw
SVP, CFO - NCAL	24.5	25.5			$1,101,434	$0	$12,111		Yes (X)
Donald Orndoff
SVP, NFS	15.0	35.0		Yes (X)	$1,108,295	$0	-$33,480
George Disalvo
SVP, CFO - SCAL	25.0	25.0			$1,270,250	$0	-$216,557			Yes (X)
Mary Beth Lang
SVP, Chief Pharmacy Officer	50.0	0.0			$895,041	$0	$136,503		Yes (X)
Thomas Curtin
SVP, Natl Sales & Account Mgmt	50.0	0.0			$1,124,767	$0	-$105,381		Yes (X)
Ronald Vance
Interim Regional President	0.0	0.0			$937,500	$0	$0			Yes (X)
Catherine Hernandez Tirey
SVP, Chief Comms Officer	25.0	25.0		Yes (X)	$950,705	$0	-$170,937
Marcus Hoffman
SVP, CFO - SCAL & Hawaii	25.0	25.0			$708,546	$0	$18,047		Yes (X)
Ryan Jenson
Interim Corp Controller & CAO	16.0	34.0		Yes (X)	$659,683	$0	$5,379
Jennifer Goldberg
Assistant Secretary	25.0	25.0		Yes (X)	$618,928	$0	-$36,549
Philip Young
Assistant Secretary	25.0	25.0		Yes (X)	$659,750	$0	-$84,347
Katherine Ritchey
Assistant Secretary	25.0	25.0		Yes (X)	$438,804	$0	$28,847
John Yamamoto
Assistant Secretary	50.0	0.0			$721,133	$0	-$286,466			Yes (X)
Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy	15.8	34.2		Yes (X)	$471,975	$0	-$113,514
Margaret E Porfido JD
Director	1.25	2.25	Yes (X)		$290,630	$26,500	-$14,562
Kristin Bear
Assistant Secretary	17.0	33.0		Yes (X)	$438,408	$0	-$148,984
David F Hoffmeister
Director	4.1	5.3	Yes (X)		$293,262	$0	-$10,368
Ramon F Baez
Director	1.5	3.27	Yes (X)		$265,262	$17,500	-$5,847
Judith A Johansen JD
Director	4.0	5.5	Yes (X)		$272,292	$26,400	-$27,376
Matthew T Ryan
Director	3.5	4.5	Yes (X)		$250,262	$0	$0
Richard Daniels
EVP, Chief Information Officer	0.0	0.0			$248,812	$0	$0			Yes (X)
Leslie S Heisz
Director	2.4	3.6	Yes (X)		$268,005	$0	-$20,179
Regina M Benjamin MD MBA
Director	3.0	5.0	Yes (X)		$225,188	$0	$18,042
Jeffrey E Epstein
Director	3.0	4.5	Yes (X)		$259,967	$0	-$18,921
Richard P Shannon MD
Director	2.5	3.5	Yes (X)		$236,000	$0	$3,937
A Eugene Washington MD
Director	3.15	3.9	Yes (X)		$241,500	$0	-$3,525
Jenny J Ming
Director	1.85	3.05	Yes (X)		$256,283	$0	-$20,352
Bernice Gould
Assistant Secretary	25.0	25.0		Yes (X)	$212,938	$0	$15,693
David J Barger
Director	4.5	6.5	Yes (X)		$234,000	$0	-$6,803
Maryann Bodayle
Assistant Secretary	22.2	27.8		Yes (X)	$196,255	$0	-$24,125
Rochelle Roth
Assistant Secretary	50.0	0.0			$238,539	$0	-$80,932			Yes (X)
William Caswell
Interim Regional President -HI	0.0	0.0			$146,451	$0	$0			Yes (X)
Patrick Courneya
EVP, Chief Medical Officer	0.0	0.0			$173,656	$0	-$59,696			Yes (X)
Edward YW Pei
Director	0.0	0.0			$52,147	$0	$0			Yes (X)
Kim J Kaiser
Director	0.0	1.0			$0	$42,404	$0			Yes (X)
Vivek Sharma
Director	0.3	0.7	Yes (X)		$22,750	$0	$0
Charles Columbus
SVP, Chief HR Officer	0.0	0.0			$115,771	$0	-$117,704			Yes (X)
Christine Paige
SVP, Chief Marketing Officer	0.0	0.0			$121,777	$0	-$359,809			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$78,832,617	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	-$946,874	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	12650	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (true)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
KAISER FOUNDATION HOSPITALS
ONE KAISER PLAZA	OAKLAND	CA	94612	MEDICAL SERVICES	$22,798,429,541
THE PERMANENTE MEDICAL GROUP
1800 HARRISON ST 7TH FLOOR	OAKLAND	CA	94612	MEDICAL SERVICES	$14,831,558,532
SOUTHERN CA PERMANENTE MEDICAL GROU
393 E WALNUT ST 7TH FLOOR	PASADENA	CA	91188	MEDICAL SERVICES	$11,620,274,557
HAWAII PERMANENTE MEDICAL GROUP
711 KAPIOLANI BLVD	HONOLULU	HI	96813	MEDICAL SERVICES	$335,170,925
UCSF MEDICAL CENTER
PO BOX 39000 DEPT 3-9157	SAN FRANCISCO	CA	94139	MEDICAL SERVICES	$289,870,149

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3235	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERS' DUES	621491	$47,387,474,896	$47,387,474,896
MEDICARE REVENUE	621491	$18,475,460,925	$18,475,460,925
SUPPLEMENTAL REVENUE	621491	$2,225,464,234	$2,225,464,234
NON-PLAN & INDUSTRY	621491	$64,830,066	$57,789,249	$7,040,817
OTHER PROGRAM SVCS	621491	$2,790,745,673	$2,788,946,101	$1,799,572

Field	Value	IRS element (for citing)
Total Program Service Revenue	$70,943,975,794	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,098,561	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$2,098,561	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,098,561	TotalRevenueColumnAmt
Exclusion	$2,098,561	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$9,274,788,224	SecuritiesAmt
Other	$684,318	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$9,416,309,366	SecuritiesAmt
Other	$2,173,038	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$141,521,142	SecuritiesAmt
Other	-$1,488,720	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$143,009,862	TotalRevenueColumnAmt
Exclusion	-$143,009,862	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$1,037,964	TotalRevenueColumnAmt
Unrelated Business Revenue	$636	UnrelatedBusinessRevenueAmt
Exclusion	$1,037,328	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,037,964	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$70,804,102,457	TotalRevenueColumnAmt
Related Or Exempt Func Income	$70,935,135,405	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$8,841,025	UnrelatedBusinessRevenueAmt
Exclusion	-$139,873,973	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$10,929,869	TotalAmt
Program Services	$10,929,869	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$81,587,129	TotalAmt
Program Services	$73,691,290	ProgramServicesAmt
Management And General	$7,895,839	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$116,242	TotalAmt
Program Services	$116,242	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,574,803,114	TotalAmt
Program Services	$2,325,505,511	ProgramServicesAmt
Management And General	$249,297,603	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$592,275,822	TotalAmt
Program Services	$592,275,822	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$259,337,881	TotalAmt
Program Services	$158,652,698	ProgramServicesAmt
Management And General	$100,685,183	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$209,829,214	TotalAmt
Program Services	$209,829,214	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$75,490,628	TotalAmt
Management And General	$75,490,628	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$3,935,812	TotalAmt
Management And General	$3,935,812	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$510,893	TotalAmt
Management And General	$510,893	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,960,159	TotalAmt
Management And General	$7,960,159	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$163,425,192	TotalAmt
Program Services	$75,618,001	ProgramServicesAmt
Management And General	$87,807,191	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$67,730,246	TotalAmt
Program Services	$55,619,351	ProgramServicesAmt
Management And General	$12,110,895	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,277,369,128	TotalAmt
Program Services	$2,621,373,020	ProgramServicesAmt
Management And General	$655,996,108	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$378,498,570	TotalAmt
Program Services	$378,407,758	ProgramServicesAmt
Management And General	$90,812	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$24,359,491	TotalAmt
Program Services	$22,801,563	ProgramServicesAmt
Management And General	$1,557,928	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$20,113,021	TotalAmt
Management And General	$20,113,021	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$25,574,035	TotalAmt
Program Services	$25,574,035	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$420,066,507	TotalAmt
Program Services	$420,066,507	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$216,769,311	TotalAmt
Program Services	$216,769,311	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
BASIC CONTRACTUAL PAYMENTS	$44,678,915,443	$44,678,915,443
SUPPLIES	$8,532,991,753	$7,877,129,075	$655,862,678
PURCHASED MEDICAL SERVICES	$8,178,111,553	$8,178,111,553
NON-MEDICAL PURCHASED SVC	$1,562,252,456	$922,369,035	$639,883,421

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$86,837,705	TotalAmt
Program Services	-$328,376,363	ProgramServicesAmt
Management And General	$415,214,068	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$71,449,791,174	TotalAmt
Program Services	$68,515,378,935	ProgramServicesAmt
Management And General	$2,934,412,239	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$29,921,821	BOYAmt
EOY	$70,859,430	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,708,698,756	BOYAmt
EOY	$1,932,210,954	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,287,500	BOYAmt
EOY	$1,250,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$355,335,952	BOYAmt
EOY	$484,901,401	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$584,660,172	BOYAmt
EOY	$1,704,232,959	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$11,635,377,416	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,906,684,322	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,660,404,495	BOYAmt
EOY	$5,728,693,094	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$8,404,947,032	BOYAmt
EOY	$8,408,086,604	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,290,554	BOYAmt
EOY	$1,334,030	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$287,000	BOYAmt
EOY	$274,700	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,267,556,446	BOYAmt
EOY	$11,330,262,977	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$29,014,389,728	BOYAmt
EOY	$29,662,106,149	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,584,102,612	BOYAmt
EOY	$5,913,532,457	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$741,705,969	BOYAmt
EOY	$767,261,768	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$16,835,373,358	BOYAmt
EOY	$13,318,973,570	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$23,161,181,939	BOYAmt
EOY	$19,999,767,795	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	-$276,987,425	BOYAmt
EOY	-$273,440,478	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$6,130,195,214	BOYAmt
EOY	$9,935,778,832	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,853,207,789	BOYAmt
EOY	$9,662,338,354	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$29,014,389,728	BOYAmt
EOY	$29,662,106,149	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$645,688,717	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$84,212,938	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$4,539,032,220	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,805	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$83,831	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$119,636	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$58,503,926,388	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$62,238,845,180	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$65,942,508,215	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$68,331,131,793	CurrentTaxYearMinus1YearAmt
Current Tax Year	$70,935,135,405	CurrentTaxYearAmt
Total	$325,951,546,981	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$58,503,926,388	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$62,238,845,180	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$65,942,544,020	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$68,331,215,624	CurrentTaxYearMinus1YearAmt
Current Tax Year	$70,935,135,405	CurrentTaxYearAmt
Total	$325,951,666,617	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$325,951,666,617	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,094,048	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,956,288	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$784,283	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,763,693	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,098,561	CurrentTaxYearAmt
Total	$25,696,873	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,094,048	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,956,288	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$784,283	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,763,693	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,098,561	CurrentTaxYearAmt
Total	$25,696,873	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,381,299	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,512	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$792	CurrentTaxYearAmt
Total	$2,388,603	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,591,860	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,752,628	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,315,394	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,766,299	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,037,328	CurrentTaxYearAmt
Total	$10,463,509	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$58,510,993,595	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$62,260,560,608	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$65,945,643,697	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$68,334,745,616	CurrentTaxYearMinus1YearAmt
Current Tax Year	$70,938,272,086	CurrentTaxYearAmt
Total	$325,990,215,602	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99988	PublicSupportCY509Pct
Public Support PY509	0.99986	PublicSupportPY509Pct
Investment Income CY	0.00008	InvestmentIncomeCYPct
Investment Income PY	0.00009	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	Yes (true)	MailingsMembersInd
Mailings Members	$10,000	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$6,832,972	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$2,573,504	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$613,693	OtherActivitiesAmt
Total Lobbying Expenditures	$10,030,169	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1A THROUGH 1I	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION, KAISER FOUNDATION HEALTH PLAN, INC. (KFHP), IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM (KP) AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), KFHP HAS A POLICY PROHIBITING ANY OF KFHP'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR KFHP MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. KFHP ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. KFHP EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT KFHP'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON KFHP'S CHARITABLE ACTIVITIES AS AN EXEMPT HEALTH MAINTENANCE ORGANIZATION. THESE INDIVIDUALS ATTEMPT TO ENSURE THAT PROPOSED LEGISLATION AND ENACTED LAWS ARE COMPATIBLE WITH THE INTERESTS OF KP, ITS MEMBERS AND ITS PATIENTS BY PERFORMING THE FOLLOWING ACTIVITIES: - COLLECTING, ANALYZING AND DISTRIBUTING WITHIN THE ORGANIZATION, PUBLIC AND PRIVATE POLICY RECOMMENDATIONS REGARDING PROPOSED LEGISLATION THAT AFFECT THE OPERATION OF KFHP AND ITS ABILITY TO PROVIDE QUALITY HEALTH AND MEDICAL CARE SERVICES TO ITS MEMBERS AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF KFHP. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF KFHP OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF KFHP. OTHER EMPLOYEES AND OFFICERS PERFORM SERVICES BY DELIVERING SPEECHES AT VARIOUS PUBLIC AND PRIVATE FUNCTIONS AND IN SERVING AS FACULTY IN HEALTHCARE RELATED EDUCATIONAL PROGRAMS THROUGHOUT THE COMMUNITY.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$925,352,356	OtherCostOrOtherBasisAmt
Book Value	$925,352,356	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,399,703,801	OtherCostOrOtherBasisAmt
Depreciation	$3,751,780,522	DepreciationAmt
Book Value	$3,647,923,279	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,438,762,528	OtherCostOrOtherBasisAmt
Depreciation	$1,080,976,963	DepreciationAmt
Book Value	$357,785,565	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$731,041,731	OtherCostOrOtherBasisAmt
Depreciation	$623,179,673	DepreciationAmt
Book Value	$107,862,058	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,140,517,000	OtherCostOrOtherBasisAmt
Depreciation	$450,747,164	DepreciationAmt
Book Value	$689,769,836	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,728,693,094	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM AFFILIATES	$10,608,505,244
OPERATING LEASE ROU ASSETS	$525,484,076
BROKER RECEIVABLE	$90,727,550
EQUITY IN SUBS	$30,198,969
OTHER CURRENT ASSETS	$28,421,226
OTHER LONG-TERM ASSETS	$46,925,912

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$11,330,262,977	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
DUE TO AFFILIATES	$1,228,608,972
PROFESSIONAL & OTHER INSURED LIAB.	$1,298,701,326
PENSION & OTHER RETIREMENT LIAB.	$8,586,746,305
OPERATING LEASE LIABILITIES	$450,497,140
SECURITIES LENDING PAYABLE	$329,284,174
BROKER PAYABLES	$107,547,657
OTHER CURRENT LIABILITIES	$805,434,075
OTHER LONG-TERM LIABILITIES	$512,153,921

Field	Value	IRS element (for citing)
Total Liability	$13,318,973,570	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART X, LINE 2	FormAndLineReferenceDesc
Explanation	ASC 740 FOOTNOTE THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER ASC 740.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	0	1	Program Services	PP&L INSURANCE	$8,707,000
East Asia and the Pacific	0	0	Investments		$845,000

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$9,552,000	SubtotalSpentAmt
Total Spent	$9,552,000	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3, COLUMN F	FormAndLineReferenceDesc
Explanation	ACCOUNTING METHOD: ACCRUAL	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (126 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
A Philip Randolph Institute
815 Black Live Matter	Washington	DC	20006	132548181	501(c)(3)	$15,000	51st National Education Conference - Health Sympos
Academy Health
931 Magnolia St	Stockton	CA	95202	521260918	501(c)(3)	$177,549	Ensuring An Evidence-based Approach To [Re]Buildin
Adult Friends For Youth
3375 Koapaka St B290	Honolulu	HI	96819	990254581	501(c)(3)	$50,000	Education And Career Readiness Program
African American Leadership Organization
11070 Sharp Ave	Mission Hills	CA	91345	900847216	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Africatown Community Land Trust
1437 S Jackson Street	Seattle	WA	98144	821710458	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Alliance For A Healthier Generation Inc
1028 Se Water Ave 215	Portland	OR	97214	272028308	501(c)(3)	$20,000	Achieving A Healthier Generation Through Thriving
Aloha Harvest
3599 Waialae Ave 23	Honolulu	HI	96816	990344209	501(c)(3)	$50,000	Meals With Aloha
American Cancer Society
2370 Nuuanu Avenue	Honolulu	HI	96817	131788491	501(c)(3)	$9,000	Hope Gala
American Heart Association Inc
7272 Greenville Ave	Dallas	TX	75231	135613797	501(c)(3)	$87,100	Salute Gala
American Online Giving Foundation
2454n Mcmullenbooth431	Clearwater	FL	33759	810739440	501(c)(3)	$76,964	Director's Matching Gift Program
American Organization For Nursing
Po Box 95292	Chicago	IL	60675	363591337	501(c)(3)	$30,000	Aonl 2022 Annual Conference-foundation Lenary & Fo
American Public Health Association
800 I St Nw	Atlanta	GA	30303	131628688	501(c)(3)	$23,500	Apha 2022 Policy Action Institute: Advancing Poli
Americas Health Insurance Plans
601 Pennsylvania 500	Washington	DC	20004	362087641	501(c)(6)	$10,000	Aid In Providing Health Related Services That Impr
Baldwin Park Charitable Relief
14403 Pacific Ave	Baldwin Park	CA	91706	475435073	501(c)(3)	$5,280	25th Annual Santa's Clothes Program
Baltimore Action Legal Team
1601 Guilford Ave	Baltimore	MD	21202	874412551	501(c)(3)	$50,000	Advancing Racial Equity - Year 3
Bipartisan Policy Center Inc
1225 I St Nw 1000	Washington	DC	20005	731628382	501(c)(3)	$150,000	Bipartisan Policy Center: General Operating Suppor
Black Directors Health Equity
750 W Virginia St	Milwaukee	WI	53204	861980606	501(c)(3)	$50,000	Fy 22 Bronze Sponsorship For Bdhea 2022 National S
Boys And Girls Club Of Hawaii
1000 Bishop St 505	Honolulu	HI	96813	996005407	501(c)(3)	$50,000	What's Next Initiative
Boys And Girls Clubs Of Maui Inc
100 Kanaloa Ave	Kahului	HI	96732	990272347	501(c)(3)	$50,000	Leaders In Training
Bread For The City
1525 7th Street Nw	Washington	DC	20001	521138207	501(c)(3)	$50,000	Advancing Racial Equity - Year 3
Building & Construction
815 16th St Nw 600	Washington	DC	20006	530025755	501(c)(3)	$7,000	Nabtu State Supporter Level 2022 Conference
Business Group On Health
20 F Street Nw 200	Washington	DC	20001	521147591	501(c)(3)	$35,000	2022 Executive Committee (May 2022 - April 2023)
Byrd Barr Place
722 18th Ave	Seattle	WA	98122	910786727	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Ca Hawaii State Conf Naacp
1026 Florin Rd Pmb 331	Sacramento	CA	95831	954617376	501(c)(3)	$10,000	Annual CA/ HI NAACP State Conf.
California Issues Forum
1121 L St 211	Sacramento	CA	95814	100595129	501(c)(3)	$60,000	Operations Support
California Legislative Lgbt Foundation
5445 Madison Avenue	Sacramento	CA	95814	300805115	501(c)(3)	$10,000	Bronze Sponsporship Of The Legislative Lgbt Founda
CAUSE
56 E Main St 210	Ventura	CA	93001	770578864	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Center For Black Health & Equity
2726 Croasdaile Dr 212	Durham	NC	27705	562211875	501(c)(3)	$20,000	State Of Black Health Regional Community Forum
Communications Workers Of America (Cwa)
12215 Telegraph	Santa Fe Springs	CA	90640	530246709	501(c)(3)	$10,000	2022 Cwa District 9 Leadership Conference
Community Health Councils
4335 W Adams Blvd	Los Angeles	CA	90018	954487664	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Community Solutions International Inc
60 Broad St Fl 24 2422	New York	NY	10004	273523909	501(c)(3)	$75,000	Supporting An End To Chronic And Veteran Homelessn
Congregations Organized For Prophetic
1505 W Highland Ave	San Bernadino	CA	92411	330938212	501(c)(3)	$50,000	Advancing Racial Equity - Year 3
Congress Of Racial Equality Of California
6230 Wilshire 500-a	Los Angeles	CA	90048	954154057	501(c)(3)	$15,000	Annual Congress of Racial Equality Conference
Coro Southern California
1000 N Alameda 240	Los Angeles	CA	90012	954274561	501(c)(3)	$10,000	Annual Coro of SoCal Awards Gala
Council For Native Hawaiian Advancement
91-1270 Kinoiki St Bldg 1	Kapolei	HI	96707	910313383	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Diabetes Research Institute Foundation
16th St Nw 600	Washington	DC	20006	591361955	501(c)(3)	$14,500	2022 Labor Of Love - Tee Sponsor - Poker Tournamen
Donalsonville Hospital Inc
102 Hospital Circle	Donalsonville	GA	39845	580973772	501(c)(3)	$60,000	General Operating Support
Economic Development
4001 Mission Oaks A1	Camarillo	CA	93012	770439585	501(c)(3)	$6,750	Economic Development organization investment
Elbert Memorial Hospital
4 Medical Dr	Elberton	GA	99999	586002491	Government	$60,000	General Operating Donation
Evans Memorial Hospital
200 N River St	Claxton	GA	30417	582257925	501(c)(3)	$60,000	General Operating Donation
Feed The Hunger Fund
100 Montgomery St	San Francisco	CA	94129	262975093	501(c)(3)	$70,000	Food Is Health, Food Is Security
Flavors Hook Oregon Kids
Po Box 42307	Portland	OR	42307	880993090	501(c)(3)	$20,000	Campaign Contribution
Food Basket Inc
40 Holomua St	Hilo	HI	96720	260349475	501(c)(3)	$45,000	The Statewide Expansion Of The Da Bux Double Up Fo
Ford Foundation
43rd St New York	New York	NY	10017	131684331	501(c)(3)	$21,000	Catalyze Leaders And Organizations Driving Social
Fresno Metropolitan Ministry
3845 N Clark St 101	Fresno	CA	93726	942181848	501(c)(3)	$31,000	Food To Share: Increasing Access To And Consumptio
Function Consultants
Po Box 8160	Calabasas	CA	91372	204140258	501(c)(3)	$6,000	Jackpot Level Sponsorship
Goodwill Industries Of Hawaii Inc
2610 Kilihau St	Honolulu	HI	96819	996001264	501(c)(3)	$50,000	Wellbeing, Ready Set Financial Fitness, Operation
Grantmakers In Health
1100 Connecticut Ave Nw	Washington	DC	20036	133206571	501(c)(3)	$23,500	General Operating Donation
Hawaii Appleseed Center For Law & Economic Justice
733 Bishop St 1180	Honolulu	HI	96813	760748976	501(c)(3)	$110,000	Taking A Comprehensive Approach To Addressing Hawa
Hawaii Food Bank
2611 Kilihau Street	Honolulu	HI	96819	990220699	501(c)(3)	$50,000	Hawaii Foodbank Produce Distribution Program
Hawaii Health & Harm Reduction Center
677 Ala Moana Blvd 226	Honolulu	HI	96813	990284222	501(c)(3)	$50,000	Homelessness Prevention For Oahu's Transgender Com
Hawaii Public Health Institute
707 Richards St 300	Honolulu	HI	96813	680637054	501(c)(3)	$120,000	Advancing Public Health Policy And Advocacy In Haw
Hawaiian Community Assets Inc
200 N Vineyard Blvd	Honolulu	HI	96817	990348767	501(c)(3)	$75,000	Housing Health Determinate
Health Sources In Action
2 Boylston Street	Boston	MA	02116	042229839	501(c)(3)	$4,500,000	Center For Gun Violence
Healthy Mothers Healthy Babies
245 N Kukui St 102a	Honolulu	HI	96817	990299264	501(c)(3)	$50,000	Mana Ai Food Distribution Program
Helping Hands Hawaii
2100 N Nimitz Hwy	Honolulu	HI	96819	237365077	501(c)(3)	$50,000	Supplemental Nurition Assistance Program, Outreach
Hherf
707 Richards St Ph 2	Honolulu	HI	96813	510172774	501(c)(3)	$8,000	Equipping Hawaii Students To Pursue Healthcare Car
Hispanic Scholarship Fund
1411 W 190th St 700	Gardena	CA	90248	521051044	501(c)(3)	$50,000	2022-23 Kaiser Permanente/Hsf Partnership, Po - Gr
HJF 4 the Advancement Of Military Medicine
6720-a Rockledge Dr 100	Bethesda	MD	20817	521317896	501(c)(3)	$25,000	2023 Annual Sponsorship
Hlth Create Health's Future
155 E 44th Street 701	New York	NY	10017	814517003	501(c)(3)	$50,000	Sponsorship:2022 Conference Registration
Hmshost Foundation Inc
6905 Rockledge Dr	Bethesda	MD	20817	474494775	501(c)(3)	$5,400	Hmshost Foundation Golf Classic 2022 ? Gold Sponso
Hope For Haiti Inc
1021 5th Ave N	Naples	FL	34102	593564329	501(c)(3)	$19,322	2021 Haiti Earthquake Relief
Hope Services Hawaii Inc
357 Waianuenue Ave	Hilo	HI	96720	273412984	501(c)(3)	$50,000	Expanding Behavioral Healthcare For People Experie
Hospital Authority Of Candler County
400 Cedar St	Metter	GA	30439	586004640	501(c)(3)	$60,000	General Operating Support
Hospital Authority Of Jefferson County
1067 Peachtree Street	Louisville	GA	30434	586025393	501(c)(3)	$60,000	General Operating Support
Hospital Authority Of Liberty County
462 Elma G Miles Pkwy	Hinesville	GA	31313	582413173	501(c)(3)	$60,000	General Operating Support
Hospital Authority Of Miller County
3131 S Main St	Moultrie	GA	31768	586010601	501(c)(3)	$60,000	General Operating Support
Hospitality Authority Of Wilkes County
120 Gordon St	Washington	GA	30673	586001920	501(c)(3)	$60,000	General Operating Support
Ihs The Institute For Human Services Inc
546 Kaaahi St	Honolulu	HI	96817	990199107	501(c)(3)	$75,000	Averting Homelessness And Recidivism For Formerly
Info Line Of San Diego County
3860 Callefortunada	San Diego	CA	92123	331029843	501(c)(3)	$30,000	Cie California Forum: Maximizing Opportunities To
Innercity Struggle
3467 Whittier Blvd	Los Angeles	CA	90023	272133211	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Int'l Brotherhood Of Electrical Worker
900 7th St Nw	Washington	DC	20001	530088380	501(c)(3)	$6,500	Ibew: 2022 Construction & Maintenance Conference
Iopening Enterprise
11270 Expositn 641141	Los Angeles	CA	90064	822600039	For-profit	$7,500	Free Minds Festival Gold Sponsorship
Irwin County Hospital
710 N Irwin Ave	Ocilla	GA	31774	586003765	Government	$60,000	General Operating Support
Jasper Health Services Inc
898 College St	Monticello	GA	31064	582510435	501(c)(3)	$60,000	General Operating Support
Ka Hale A Ke Ola Homeless Resource
670 Waiale Rd	Wailuku	HI	96793	990301740	501(c)(3)	$75,000	Covid-19 Impact Client Assistance - 2022
Kahoomiki
Po Box 22207	Honolulu	HI	96823	470890686	501(c)(3)	$10,000	Keiki Rainbow Wellness Challenge
Kids4cpr
3239 Ualena St 201	Honolulu	HI	96819	800652459	501(c)(3)	$6,535	Kids4cpr Books
Kula No Na Poe Hawaii
2150 Tantalus Dr	Honolulu	HI	96813	990305781	501(c)(3)	$30,000	Kula's Chw Healthy Hui Initiative
L A Works Inc
570 West Avenue 26	Los Angeles	CA	90065	954329727	501(c)(3)	$10,000	Employee Engagement Investment
Larkin Street Youth Services
134 Golden Gate Ave	San Francisco	CA	94102	942917999	501(c)(3)	$27,500	For Pledging To Support To The Bay Area Cfo Of The
Latino Center For Prevention And Action
1225 8th St 375	Sacramento	CA	95814	330562943	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Leadership Alive Inc
Po Box 69652	Tucson	AZ	85737	202808020	501(c)(3)	$9,400	Virtual Team Training Workshop
League Of California Cities
1400 K St 400	Sacramento	CA	95814	946000835	501(c)(4)	$20,000	League of CA Cities dues and events
Legal Aid Justice Center
201 Mission St	San Francisco	CA	94105	540884513	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Liuna Psw Education & Event Fund
3775 N Freeway Blvd110	Sacramento	CA	95834	462508300	501(c)(3)	$10,000	Luina Psw Conference Maui, Hi
Los Angeles County Business Federation
6055 E Washington 1005	Commerce	CA	90040	260295348	501(c)(6)	$26,500	LA BizFed dues and events
Make-a-wish Foundation Of San Diego
4995 Murphy Canyon 402	San Diego	CA	92123	330039466	501(c)(3)	$10,000	Make-A-Wish SD annual gala
March Of Dimes Inc
1550 Crystal Drive	Arlington	VA	22202	131846366	501(c)(3)	$11,500	March Of Hope And March For Babies
Maui Food Bank Inc
760 Kolu St	Wailuku	HI	96793	990315110	501(c)(3)	$50,000	Fresh 4 All - Produce Purchase Program
Mental Health Association In Hawaii Inc
1136 Union Mall 208	Honolulu	HI	96813	990076458	501(c)(3)	$100,000	Youth Resilience & Wellness Program
Nami
4301-wilson Blvd 300	Arlington	VA	22203	431201653	501(c)(3)	$50,000	Namicon 2023 Sponsporship
National Association Of Black Accountant
6406 Ivy Ln 200b	Greenbelt	MD	20770	237097490	501(c)(3)	$100,000	2022 Naba National Investment 1 Of 4 Installments
National Association Of Health Services
7304 N Williams Ave	Portland	OR	97217	621312239	501(c)(3)	$20,000	Elevate Black Health System Leaders Founding Spons
National Committee For Quality Assurance
Po Box 424038	Washington	DC	20042	521191985	501(c)(3)	$10,000	Ncqa Event Sponsorship: Quality Talks 2022
National Council For Mental Wellbeing
1400 K Street NW	Washington	DC	20005	237092671	501(c)(3)	$60,000	National Council Silver Partner-oct 24, 2021 -Sept
National Law Center On Homelessness
2000 M St Nw 750e	Washington	DC	20036	521633883	501(c)(3)	$15,000	Human Right To Housing Awards Sponsorship
Nccmp
815 16th Street Nw 600	Washington	DC	20006	521041104	501(c)(3)	$21,000	2022 Nccmp Annual Conference
No Boundaries Coalition Inc
1808 Pennsylvania Ave	Baltimore	MD	21217	300788872	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Olson Remcho Llp
555 Capitol Mall 400	Sacramento	CA	95814	942402687	For-profit	$250,000	Contribution To Protect Constitutional Abortion Ri
P'ship For Advancement Of New Americans
5348 University Ave	San Diego	CA	92105	475299457	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Pan African Film Festival
6820 La Tijera 200	Los Angeles	CA	90045	954323200	501(c)(3)	$10,000	Kp & The 30th Pan African Film Festival Sponsorshi
Partners In Development Foundation
2040 Bachelot St	Honolulu	HI	96817	943271325	501(c)(3)	$50,000	Hale Ka Hana - A Pilot For Health, Housing And Wor
Partnership For Southern Equity
55 Ivan Allen Jr Blvd Nw	Atlanta	GA	30308	274424115	501(c)(3)	$62,500	Advancing Racial Equity: Year 3
Pave Educates
105 W 86th St	New York	NY	10024	850494480	501(c)(3)	$95,000	General Operating Donation: Youth Vaping Education
Project Vision Hawaii
Po Box 23212	Honolulu	HI	96823	272831637	501(c)(3)	$90,000	Covid-19 Response And Outreach
Public Good Projects
120 E 23rd St Fl 5	New York	NY	10010	462717584	501(c)(3)	$50,000	Phase Ii Extension: Multicultural Covid-19 Prevent
Public Policy Institute Of California
500 Washington 600	San Francisco	CA	94111	943207299	501(c)(3)	$10,000	Sponsorship Of The 2023 Speaker Series On Californ
Regents Of The University Of California
1111 Franklin St	Oakland	CA	94607	946036494	Government	$50,000	Ucsf Alliance Health Project Clinical Traineeship
Riverside University Health System Fdn
Po Box 9850	Moreno Valley	CA	92552	330374018	501(c)(3)	$11,100	Festival Of Trees...For The Love Of A Child!
Shorter Community Ame Church
3100 Richard Allen Ct	Denver	CO	80205	840604083	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Social Justice Learning Institute Inc
600 Centinela Ave	Inglewood	CA	90302	263413373	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
South Pacific Charitable Foundation
808 Factory Street	Honolulu	HI	96819	800667446	501(c)(3)	$6,500	Ali'i Sponsor Charity Golf Event
Southern Center For Human Rights
83 Poplar St Nw	Atlanta	GA	30303	621025326	501(c)(3)	$62,500	Advancing Racial Equity: Year 3
Southwest Organizing Project
211 10th St Sw	Alburquerque	NM	87102	850368743	501(c)(3)	$49,500	Care Coordination Expansion: Increasing Access To
The Conference Board Inc
845 Third Avenue	New York	NY	10022	131624108	501(c)(3)	$93,500	The 2023 Annual Employee Health Care Conference
United States Veterans Initiative
91-1010 Shangrila St	Kapolei	HI	96707	954382752	501(c)(3)	$85,000	Full-time On-site Nurse At U.S.Vets ? Hawai?I
University of Washington
1410 NE Campus Parkway	Seattle	WA	98195	916001537	Government	$398,264	Research
Ursa Institute
390 4th St	San Francisco	CA	94107	510138569	501(c)(3)	$22,500	To Reduce Tobacco-related And Cancer Health Dispar
Virginia Association Of Health Plans
1111 E Main St 910	Richmond	VA	23219	541335178	501(c)(6)	$18,000	2022-23 Vahp Charitable Fund Suggested Voluntary I
Womens Business Enterprise Nat'l Council
Po Box 418391	Boston	MA	02241	522023392	501(c)(3)	$5,499	Georgia World Congress Center - Hall C, Nonprofit
YMCA Of Metropolitan Los Angeles
4301 W 3rd St	Los Angeles	CA	90020	951644052	501(c)(3)	$13,000	North Valley Family Ymca Booster Club Celebration
Young African Americans 4 Socl&Pol Activism
Po Box 202092	Denver	CO	80220	271970080	501(c)(3)	$50,000	Advancing Racial Equity: Year 3
Young Womens Christian Assoc Of Sonoma Cty
1503 Webster St	Oakland	CA	94612	942347428	501(c)(3)	$62,500	Women's Executive Leadership And Wayfinder?S Entre
Young Womens Christian Association
1040 Richards St	Honolulu	HI	96813	990073534	501(c)(3)	$125,000	Mink Center For Business & Leadership/Mana Up Econ
Youth On Course
3200 Lopez Rd	Pebble Beach	CA	93953	943108575	501(c)(3)	$25,000	Sponsorship Of Youth On Course For 2022 And For Pa

Field	Value	IRS element (for citing)
Total501c3 Org	120	Total501c3OrgCnt
Total Other Org	6	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	PROCEDURES FOR MONITORING GRANTS Grantees are required to submit a final report that describes progress toward goals, impact to date, as well as financial accounting for how funds were used.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (64 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Gregory Adams
Chairman & CEO	$2,047,443	$0	$10,474,474	$0	$1,319,774	$0	-$174,968	$0	$30,727	$0	$13,697,450	$0	$3,911,483	$0
Kimberly Horn
EVP, Group President, MOC	$1,082,278	$0	$1,485,441	$0	$5,367,138	$0	-$55,947	$0	$32,066	$0	$7,910,976	$0	$5,314,752	$0
Arthur Southam
EVP, Health Plan Ops & CGO	$1,230,780	$0	$3,936,502	$0	$597,583	$0	-$191,552	$0	$33,341	$0	$5,606,654	$0	$919,210	$0
Kathryn Lancaster
EVP & Chief Financial Officer	$1,228,774	$0	$3,936,502	$0	$560,973	$0	-$235,465	$0	$18,889	$0	$5,509,673	$0	$916,667	$0
Mark Zemelman
SVP, General Counsel & Secy	$339,902	$0	$3,880,962	$0	$880,644	$0	$41,523	$0	$20,345	$0	$5,163,376	$0	$124,044	$0
Janet Liang
EVP, Group President & COO	$1,226,839	$0	$2,031,076	$0	$2,175,382	$0	-$1,473,584	$0	$35,381	$0	$3,995,094	$0	$2,124,667	$0
Chuck Bevilacqua
SVP, Health Plan Product, Svc	$862,658	$0	$1,313,748	$0	$1,328,960	$0	-$166,140	$0	$27,483	$0	$3,366,709	$0	$1,301,664	$0
Carrie Plietz
Regional President - NCAL	$983,478	$0	$977,407	$0	$350,442	$0	$378,099	$0	$28,131	$0	$2,717,557	$0	$164,244	$0
Julie Miller-Phipps
Regional President - SCAL & HI	$1,027,681	$0	$1,381,412	$0	$388,312	$0	-$291,765	$0	$26,345	$0	$2,531,985	$0	$0	$0
Yazdi Bagli
EVP, Enterprise Business Svcs	$818,250	$0	$1,035,801	$0	$87,385	$0	$511,863	$0	$34,793	$0	$2,488,092	$0	$0	$0
Christian Meisner
SVP, Chief HR Officer	$718,492	$0	$942,257	$0	$44,469	$0	$304,647	$0	$68,867	$0	$2,078,732	$0	$0	$0
Wade Overgaard
SVP, Health Plan Ops - CA	$831,728	$0	$1,308,995	$0	$234,241	$0	-$407,056	$0	$34,815	$0	$2,002,723	$0	$0	$0
Bechara Choucair
SVP, Chief Health Officer	$564,246	$0	$0	$0	$1,076,420	$0	$320,955	$0	$23,258	$0	$1,984,879	$0	$0	$0
Paul Swenson
EVP, Chief Admin Officer	$764,884	$0	$994,879	$0	$316,329	$0	-$125,151	$0	$28,088	$0	$1,979,029	$0	$0	$0
Thomas Hanenburg
SVP, Hospital System Ops	$808,079	$0	$850,123	$0	$47,320	$0	$121,153	$0	$29,679	$0	$1,856,354	$0	$0	$0
Vanessa Benavides
SVP,Chief Legal Officer & Secy	$687,727	$0	$726,916	$0	$52,260	$0	$189,045	$0	$18,731	$0	$1,674,679	$0	$0	$0
Chandrika Bhalla
SVP, CFO -CA Mkts/Fin Planning	$715,602	$0	$784,523	$0	$23,811	$0	$53,738	$0	$30,383	$0	$1,608,057	$0	$0	$0
Diane Comer
EVP, Chief Info & Tech Officer	$617,924	$0	$835,509	$0	$235,738	$0	-$118,156	$0	$30,476	$0	$1,601,491	$0	$0	$0
Andrew Bindman
EVP, Chief Medical Officer	$734,422	$0	$463,892	$0	$29,138	$0	$297,518	$0	$28,891	$0	$1,553,861	$0	$0	$0
Thomas Meier
SVP, Corporate Treasurer	$568,446	$0	$904,341	$0	$141,918	$0	-$116,603	$0	$26,517	$0	$1,524,619	$0	$107,580	$0
Laurel Junk
SVP, Market Operations Svcs	$670,451	$0	$743,422	$0	$28,643	$0	$48,934	$0	$18,083	$0	$1,509,533	$0	$0	$0
Greg Christian
Assistant Secretary	$549,164	$0	$415,271	$0	$679,603	$0	-$190,588	$0	$26,298	$0	$1,479,748	$0	$580,290	$0
Mick Diede
SVP, Chief Actuary	$485,554	$0	$442,541	$0	$597,336	$0	-$145,008	$0	$27,665	$0	$1,408,088	$0	$552,846	$0
Michael Rowe
SVP, Chf Bus Dev & Strat Exec	$664,725	$0	$574,107	$0	$128,282	$0	-$77,334	$0	$30,037	$0	$1,319,817	$0	$0	$0
Arlene Peasnall
SVP, HR & Labor Relations	$555,507	$0	$792,026	$0	$123,355	$0	-$172,885	$0	$18,564	$0	$1,316,567	$0	$257,878	$0
Anthony Barrueta
SVP, Government Relations	$508,376	$0	$814,673	$0	$213,672	$0	-$298,142	$0	$24,682	$0	$1,263,261	$0	$0	$0
James Simpson
SVP, Enterprise Projects	$574,287	$0	$571,472	$0	$225,851	$0	-$255,970	$0	$39,977	$0	$1,155,617	$0	$0	$0
Alfonse Upshaw
SVP, CFO - NCAL	$523,570	$0	$537,804	$0	$40,060	$0	-$13,649	$0	$25,760	$0	$1,113,545	$0	$0	$0
Donald Orndoff
SVP, NFS	$480,731	$0	$482,522	$0	$145,042	$0	-$64,998	$0	$31,518	$0	$1,074,815	$0	$0	$0
George Disalvo
SVP, CFO - SCAL	$352,543	$0	$715,412	$0	$202,295	$0	-$234,457	$0	$17,900	$0	$1,053,693	$0	$0	$0
Mary Beth Lang
SVP, Chief Pharmacy Officer	$479,363	$0	$373,580	$0	$42,098	$0	$102,659	$0	$33,844	$0	$1,031,544	$0	$0	$0
Thomas Curtin
SVP, Natl Sales & Account Mgmt	$487,260	$0	$518,205	$0	$119,302	$0	-$162,985	$0	$57,604	$0	$1,019,386	$0	$0	$0
Ronald Vance
Interim Regional President	$937,500	$0	$0	$0	$0	$0	$0	$0	$0	$0	$937,500	$0	$0	$0
Catherine Hernandez Tirey
SVP, Chief Comms Officer	$425,213	$0	$387,081	$0	$138,411	$0	-$195,813	$0	$24,876	$0	$779,768	$0	$86,822	$0
Marcus Hoffman
SVP, CFO - SCAL & Hawaii	$411,291	$0	$280,283	$0	$16,972	$0	-$9,548	$0	$27,595	$0	$726,593	$0	$0	$0
Ryan Jenson
Interim Corp Controller & CAO	$305,299	$0	$203,216	$0	$151,168	$0	-$22,147	$0	$27,526	$0	$665,062	$0	$0	$0
Jennifer Goldberg
Assistant Secretary	$359,422	$0	$242,460	$0	$17,046	$0	-$66,924	$0	$30,375	$0	$582,379	$0	$0	$0
Philip Young
Assistant Secretary	$357,248	$0	$284,846	$0	$17,656	$0	-$113,770	$0	$29,423	$0	$575,403	$0	$0	$0
Katherine Ritchey
Assistant Secretary	$326,714	$0	$98,839	$0	$13,251	$0	-$939	$0	$29,786	$0	$467,651	$0	$0	$0
John Yamamoto
Assistant Secretary	$376,905	$0	$271,458	$0	$72,770	$0	-$316,525	$0	$30,059	$0	$434,667	$0	$0	$0
Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy	$293,512	$0	$158,442	$0	$20,021	$0	-$141,683	$0	$28,169	$0	$358,461	$0	$0	$0
Margaret E Porfido JD
Director	$269,000	$26,500	$0	$0	$21,630	$0	-$14,562	$0	$0	$0	$276,068	$26,500	$0	$0
Kristin Bear
Assistant Secretary	$275,913	$0	$139,679	$0	$22,816	$0	-$169,385	$0	$20,401	$0	$289,424	$0	$0	$0
David F Hoffmeister
Director	$279,500	$0	$0	$0	$13,762	$0	-$10,368	$0	$0	$0	$282,894	$0	$0	$0
Ramon F Baez
Director	$251,500	$17,500	$0	$0	$13,762	$0	-$5,847	$0	$0	$0	$259,415	$17,500	$0	$0
Judith A Johansen JD
Director	$269,000	$26,400	$0	$0	$3,292	$0	-$27,376	$0	$0	$0	$244,916	$26,400	$0	$0
Matthew T Ryan
Director	$236,500	$0	$0	$0	$13,762	$0	$0	$0	$0	$0	$250,262	$0	$0	$0
Richard Daniels
EVP, Chief Information Officer	$0	$0	$0	$0	$248,812	$0	$0	$0	$0	$0	$248,812	$0	$30,676	$0
Leslie S Heisz
Director	$249,000	$0	$0	$0	$19,005	$0	-$20,179	$0	$0	$0	$247,826	$0	$0	$0
Regina M Benjamin MD MBA
Director	$216,000	$0	$0	$0	$9,188	$0	$18,042	$0	$0	$0	$243,230	$0	$0	$0
Jeffrey E Epstein
Director	$251,000	$0	$0	$0	$8,967	$0	-$18,921	$0	$0	$0	$241,046	$0	$0	$0
Richard P Shannon MD
Director	$236,000	$0	$0	$0	$0	$0	$3,937	$0	$0	$0	$239,937	$0	$0	$0
A Eugene Washington MD
Director	$241,500	$0	$0	$0	$0	$0	-$3,525	$0	$0	$0	$237,975	$0	$0	$0
Jenny J Ming
Director	$231,500	$0	$0	$0	$24,783	$0	-$20,352	$0	$0	$0	$235,931	$0	$0	$0
Bernice Gould
Assistant Secretary	$132,832	$0	$34,789	$0	$45,317	$0	$8,894	$0	$6,799	$0	$228,631	$0	$0	$0
David J Barger
Director	$234,000	$0	$0	$0	$0	$0	-$6,803	$0	$0	$0	$227,197	$0	$0	$0
Maryann Bodayle
Assistant Secretary	$175,247	$0	$18,737	$0	$2,271	$0	-$34,504	$0	$10,379	$0	$172,130	$0	$0	$0
Rochelle Roth
Assistant Secretary	$201,931	$0	$34,397	$0	$2,211	$0	-$99,924	$0	$18,992	$0	$157,607	$0	$0	$0
William Caswell
Interim Regional President -HI	$0	$0	$0	$0	$146,451	$0	$0	$0	$0	$0	$146,451	$0	$136,497	$0
Patrick Courneya
EVP, Chief Medical Officer	$0	$0	$173,656	$0	$0	$0	-$59,696	$0	$0	$0	$113,960	$0	$0	$0
Edward YW Pei
Director	$0	$0	$0	$0	$52,147	$0	$0	$0	$0	$0	$52,147	$0	$41,442	$0
Kim J Kaiser
Director	$0	$28,400	$0	$0	$0	$14,004	$0	$0	$0	$0	$0	$42,404	$0	$0
Charles Columbus
SVP, Chief HR Officer	$0	$0	$115,771	$0	$0	$0	-$117,704	$0	$0	$0	-$1,933	$0	$0	$0
Christine Paige
SVP, Chief Marketing Officer	$0	$0	$111,139	$0	$10,638	$0	-$359,809	$0	$0	$0	-$238,032	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1	FIRST CLASS TRAVEL: FIRST CLASS TRAVEL IS PERMISSIBLE AS AN ORDINARY BUSINESS EXPENSE FOR ALL BOARD OF DIRECTORS, CHIEF EXECUTIVE OFFICER AND 16 OTHER OFFICERS AS APPROVED BY THE COMPENSATION COMMITTEE, CHIEF EXECUTIVE OFFICER, OR CHIEF HUMAN RESOURCES OFFICER. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENT'S COMPENSATION. TRAVEL FOR COMPANIONS: AS APPROVED BY SENIOR MANAGEMENT INFREQUENTLY WHERE BUSINESS REQUIREMENT DICTATES. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENT'S COMPENSATION. PERSONAL SERVICES: CAR AND SECURITY SERVICE IS APPROVED FOR SENIOR MANAGEMENT IN CONNECTION WITH BUSINESS RELATED TRAVEL. CEO'S NONBUSINESS TRANSPORTATION IS BOARD-APPROVED AND INCLUDED IN COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: LIMITED TO PARTIAL TAX GROSS-UP UNDER RELOCATION POLICY, CEO TRANSPORTATION AND SECURITY, AND AS APPROVED ON A LIMITED BASIS BY SENIOR MANAGEMENT. THESE PAYMENTS ARE INCLUDED IN COMPENSATION. HOUSING ALLOWANCE: PROVIDED ON A LIMITED BASIS TO 3 OFFICERS OR RELOCATION IN CONFORMITY WITH THE LAW. PROVIDED ON A LIMITED BASIS AS COMPENSATION.
Schedule J, Part I, Line 3	KAISER FOUNDATION HEALTH PLAN, INC. USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4A	Mark Zemelman $465,099 Richard Daniels $217,941 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS.
Schedule J, Part I, Line 4B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $1,189,653 Kimberly Horn 5,314,752 Arthur Southam 536,824 Kathryn Lancaster 500,214 Mark Zemelman 371,550 Janet Liang 2,124,667 Chuck Bevilacqua 1,301,664 Julie Miller-Phipps 349,721 Wade Overgaard 204,402 Paul Swenson 259,017 Diane Comer 179,525 Thomas Meier 89,053 Greg Christian 554,865 Mick Diede 552,846 Michael Rowe 102,660 Arlene Peasnall 91,276 Anthony Barrueta 168,334 James Simpson 180,056 Donald Orndoff 110,897 George Disalvo 164,079 Thomas Curtin 74,770 Catherine Hernandez Tirey 114,510 John Yamamoto 53,015 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
Schedule J, Part I, Line 7	NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS.
Schedule J, Part II, Section A, Column F	AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.
SCHEDULE J, PART II, COLUMN C	THE ACTUARIAL VALUE FOR THE MAJORITY OF INDIVIDUALS' DEFINED BENEFIT PLAN DECLINED IN 2022, RESULTING IN NEGATIVE COMPENSATION FOR CERTAIN EXECUTIVES. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS. THE DECLINE IN ACTUARIAL VALUE OF BENEFITS DURING 2022 IS PRIMARILY DUE TO SIGNIFICANT INCREASE IN MARKET INTEREST RATES, RESULTING IN LOWER PRESENT VALUE OF BENEFITS COMPARED TO THE PRIOR YEAR. THE ACTUAL DOLLARS RECEIVED FROM THE DEFINED BENEFIT PLAN UPON RETIREMENT ARE NOT AFFECTED BY THE INTEREST RATE INCREASES. CERTAIN BOARD MEMBERS ARE ELIGIBLE FOR A RETIREE MEDICAL BENEFIT FOLLOWING RETIREMENT FROM THE BOARD. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS, RESULTING IN NEGATIVE VALUES IN COLUMN (C) IN SOME INSTANCES.
FORM 990, PART VII, SECTION A, LINE 5	RONALD VANCE RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION, ALVAREZ & MARSAL HOLDINGS, LLC.

Schedule L IRS990ScheduleL

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Transaction	$116,242	TransactionAmt
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Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4A-4D	EXEMPT PURPOSE ACHIEVEMENTS I. Introduction A. About Kaiser Permanente Founded in 1945, Kaiser Permanente is recognized as one of America's leading health care providers and nonprofit health plans. We currently serve 12.6 million members in 8 states and the District of Columbia. We were created to meet the challenge of providing American workers with medical care during the Great Depression and World War II, when most people could not afford to go to a doctor. Since our beginnings, we have been committed to helping shape the future of healthcare. Kaiser Permanente exists to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. Kaiser Permanente's integrated health care model means we seamlessly provide care and coverage together with a wide range of services under one roof, whether in a Kaiser Permanente medical office or hospital, or at a contracted facility. Care for members and patients is focused on their total health and guided by their personal Permanente Medical Group physicians, specialists, and team of caregivers. Our expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, state-of-the-art care delivery, and world-class chronic disease management. Kaiser Permanente is dedicated to care innovations, clinical research, health education, and the support of community health. B. Kaiser Permanente's Approach to Community Health At Kaiser Permanente, we recognize that where we live, work, learn, and play has a big impact on our health and well-being. We are driven by our mission to improve the health of our members and the communities we serve. To be our healthiest we need more than high-quality medical care - we need to improve the conditions for health and equity in the communities we serve. This means addressing all the factors that affect health, such as having a safe place to live, enough money to pay the bills, access to healthy meals, and meaningful social connections. Kaiser Permanente is accelerating efforts to broaden the scope of our work - and ultimately create healthier, more equitable communities for all. C. Kaiser Permanente's Total Contribution Kaiser Permanente provided $2.8 billion in 2022 to improve the health of our communities. The amounts attributable to Kaiser Foundation Health Plan, Inc. is $1.1 billion as follows: - Financial Assistance at cost - $90.4 million - Medicaid - $899 million - Costs of other means-tested government programs - $16.3 million - Community health improvement services and community benefit operations- $31.6 million - Health Professions Education - $348,000 - Research - $18.6 million - Cash and in-kind contributions from community benefit - $7.6 million In addition to our direct spend, we also leverage assets from across Kaiser Permanente to help us achieve our mission to improve the health of communities. This "Total Health" strategy includes our widely recognized activities around supplier diversity, socially responsible investing and environmental stewardship.
II. Health Access	Ensuring health access means serving those most in need of health care through Medicaid, medical financial assistance, charitable health coverage, and other forms of subsidized care and coverage. It also means connecting people with wrap-around social services, healthy meals, affordable homes, safe playgrounds, and supportive schools. For many low-income people without access to health care coverage, or for those who lose their jobs and can't maintain health care coverage, an emergency room is often the only place they receive care. At Kaiser Permanente, we're working to change that with programs that lower financial barriers by providing deeply subsidized health coverage and medical financial assistance for care. We also provide information about how to access and qualify for public programs such as Medicaid and financial assistance through the marketplace to individuals who may be eligible. Kaiser Foundation Health Plan, Inc. supports the health access needs of our communities through a combination of coverage and care programs. We provide coverage to low-income populations through our participation in government programs like Medicaid and the Children's Health Insurance Programs (CHIP) and via our own Charitable Health Coverage (CHC) program, which provides a premium subsidy for Kaiser Permanente coverage for qualified low-income families and children who do not have access to public or private health coverage. Similarly, we provide care to low-income populations through two key vehicles: first, via our treatment of Medicaid and CHIP enrollees, and second, via the Medical Financial Assistance (MFA) program, which is Kaiser Permanente's traditional charity care or financial assistance program (FAP). For Kaiser Foundation Health Plan, Inc. and all of its subsidiary health plans, the main way to address health access challenges is by absorbing the cost of the coverage and care programs described above. A. Coverage Having health coverage means consistent access to comprehensive and continuous medical and preventative services for people to get and stay healthy, a much better alternative to episodic care at emergency departments. Coverage is good for the patient, good for Kaiser Permanente and good for the US overall because it helps people get and stay healthy and avoid costly hospital services. i. Coverage provided through Medicaid, CHIP and other government programs The Affordable Care Act has had a far-reaching impact on the landscape of government-sponsored programs, as these options have become a key source of health coverage for a significant portion of the US population. Kaiser Permanente has responded to this challenge by developing organizational strategies to enable individuals with low incomes to obtain and/or retain health coverage through Medicaid, CHIP or other government programs, even as their personal or financial circumstances may be changing. At the end of 2022, Kaiser Foundation Health Plan, Inc. was providing coverage to a total of 1 million people through these government programs. ii. Coverage provided through CHC CHC is a unique approach to caring for low-income uninsured persons in the community. The program provides a premium subsidy for a KFHP off-exchange plan to low-income individuals and families who are not eligible for other public or privately sponsored coverage. Eligible participants receive a regular KFHP membership card and have access to the same services and providers as other KFHP individual and family plan members. CHC members also receive cost sharing support that eliminates out-of-pocket costs for most covered services provided at Kaiser Permanente facilities. CHC provides individuals/families who would otherwise not have access to coverage, consistent access through the "front door" of the health delivery system, including a medical home and preventive services, better alternatives than episodic care. B. Care To get and/or stay healthy, people need access to high quality care by providers they trust. This care must include preventative services and required medications so that people can avoid ending up in the emergency room or requiring more extensive services down the line. Kaiser Permanente helps low-income populations gain access to this type of care by leveraging the full scope of its integrated delivery system, including not only critical hospital-based services but also outpatient primary, specialty and pharmacy services. i. Care provided through Medicaid, CHIP and other government programs Kaiser Permanente provides a wide range of health care services to individuals enrolled in Medicaid, CHIP and other government programs, regardless of whether they are assigned to Kaiser Permanente or not. In addition to the individuals who received health coverage in 2022 due to Kaiser Permanente's participation in these government programs, Kaiser Foundation Health Plan, Inc. also subsidized care to 215,000 people who are enrolled in these programs but not formally assigned to Kaiser Foundation Health Plan. ii. Care subsidized by MFA Medical Financial Assistance program (MFA) helps low-income, uninsured, and underinsured patients receive access to care. The program provides temporary financial assistance or free care to patients who receive health care services from our providers, regardless of whether they have health coverage or are uninsured. Eligibility for financial assistance is based on financial need. In general, patients whose household income is at or below 300%, and in some regions up to 400%, of the federal poverty limit are eligible for the MFA program. Patients who are experiencing high medical expenses as compared to their income may be eligible under high medical expenses criteria, regardless of household income. The MFA program covers emergency and medically necessary health care services, pharmacy services and products, and medical supplies provided at Kaiser Permanente facilities (such as hospitals, medical centers, and medical office buildings), at Kaiser Permanente outpatient pharmacies, or by Kaiser Permanente providers. Over the course of 2022, Kaiser Foundation Health Plan, Inc. subsidized care for a total of 86,000 people through the MFA program. C. Safety-Net Partnerships Safety net providers are a mix of public hospitals, community-based organizations such as federally qualified health centers, and other health care organizations. Safety-net health care providers provide care for patients who have low incomes and/or are uninsured regardless of their ability to pay. In Kaiser Permanente service areas, federally qualified health centers serve the uninsured, Medicaid, and other vulnerable populations. In addition to working families, children, the elderly, and the disabled, health centers serve students, people experiencing homelessness, people living in public housing, agricultural workers, and veterans. Strengthening the safety net advances our mission to improve the health of the communities we serve as well as our equity agenda. Our communities' most vulnerable populations, including a disproportionate number of low-income people of color, rely on the safety net for their health care needs. Our support ensures that communities have access to a strong safety net that can equitably meet patients' needs and improve health outcomes. As we continue to confront COVID-19, ensuring that low-income patients and people experiencing homelessness continue to have access to high-quality health care is more important than ever. Kaiser Permanente joined the California Department of Health Care Services (DHCS) and the California Primary Care Association (CPCA) to select 32 Community Health Centers (CHCs) in California, representing 8 counties to participate in the development and successful implementation of the Population Health Management Initiative (PHMI). Population Health Management (PHM) advances Community Health Center capabilities with solutions that address people, process, and technology for care management support and whole life considerations such as food and housing. The goals of PHMI include improving quality metrics (aligned with Alternative Payment Methodology-APM 2.0) and health disparities, focusing on child health, maternal health, and behavioral health, improving patient engagement and experience of care, and increasing access to primary care services through team-based care.
III. Community Health	Healthy individuals need healthy communities, and healthy communities need healthy people to thrive. At Kaiser Permanente, we are working to improve the conditions for health and equity in communities by addressing the root causes of health, such as healthy food, economic opportunity, affordable housing, and safe and supportive schools. We screen patients for social factors influencing their health and help connect them to community-based resources and public benefit programs when needed. These improvements grow from our collaboration with each community to co-design and co-create solutions that truly make a positive impact. By engaging communities, our sizeable workforce, and all of our organization's considerable assets, we are working to create communities that are among the healthiest in the nation, and inspiring greater health for America and the world. A. Economic Opportunity Inclusive economic growth is critical to both individual and community health. When there is a lack of economic opportunity in communities, the prospects for upward social mobility are diminished, often resulting in poorer health and higher mortality rates for people living in those communities. By contrast, economic growth and opportunity provides individuals with jobs, income, a sense of purpose, and opportunities to improve their circumstances overtime. As a large, influential institution in our communities, Kaiser Permanente also recognizes that the way we do business can support economic opportunity in local communities through how we hire, purchase, build our facilities and partner with communities. Some ways that we're helping revitalize and grow our communities by strengthening economic opportunity include: - Providing good jobs to individuals facing barriers to employment through high-impact hiring and workforce pipeline efforts. - Pursuing a social impact investment strategy to support impact investments aimed at addressing key social issues that have a significant impact on health. - Purchasing goods and services from local minority- and women-owned businesses and encouraging good employment practices by our vendor partners. - Building new facilities with an emphasis on positive local community impact, including local construction hiring, local and diverse purchasing, healthy and sustainable design features, neighborhood revitalization, and deep community engagement. - Partnering with community organizations to grow local business capacity, increase access to good jobs, and support stable, quality, affordable housing. Kaiser Permanente is also deepening its efforts to get at the heart of inequities, addressing systemic racism, breaking cycles of trauma, and creating economic opportunities for communities that have endured decades of underinvestment. We are working with communities striving to overcome systemic and structural economic disadvantage and supporting the resiliency of businesses owned by Black and other historically underrepresented individuals. We recognize that it will require sustained efforts to increase access to business capital and build capacity for growth. Success for these communities requires intentional, long-term investment, and ongoing work to dismantle racist systems that create barriers to success. Kaiser Foundation Health Plan, Inc. continued its partnership with the Initiative for a Competitive Inner City (ICIC) and their Inner-City Capital Connections (ICCC) program across Northern and Southern California. The ICCC program supports entrepreneurs in Kaiser Permanente communities to access resources and information, to connect with their peers, and to build the technical capacity required to source capital to grow and expand their businesses. The training and access to capital provided by ICCC is relevant and needed as small businesses work to survive and develop resiliency to respond to the demands placed by the pandemic. Kaiser Foundation Health Plan, Inc. collaborated with the American Heart Association (AHA) to continue its' support of the Bernard J. Tyson Impact Fund (Fund). The Fund provides capital to for-profit and non-profit organizations, predominantly in communities of color, to drive economic empowerment and improve social determinants of health such as access to health and health care, food security, and economic resilience and poverty reduction, to build stronger, healthier communities where everyone can thrive. The Fund is an innovative solution to community transformation through impact investments in organizations operating in under-resourced communities that are breaking down social and economic barriers. AHA's approach lowers the barriers for engagement by ensuring those who do not have access to traditional capital or sophisticated fundraisers can share their concept for transformative change within their community. B. Housing for Health Without a safe place to call home, it's nearly impossible to focus on basic health and medical needs. Kaiser Permanente is leading efforts to end homelessness and preserve affordable housing by making strategic impact investments, shaping policy, and catalyzing innovative partnerships. The COVID-19 pandemic had a significant impact on social health needs in our communities, and people experiencing homelessness or housing insecurity were among the most vulnerable. Even in the absence of COVID-19, people experiencing homelessness face a higher risk of death than housed populations. Increasing affordable housing preserves homes that improve total health and lift residents socially and economically. Nationwide, people of color are disproportionately impacted by homelessness and housing insecurity, further exacerbated by COVID-19. The health crisis and economic fallout from the pandemic have hit low-income and communities of color hardest and threaten to widen the health equity gap in our country even further. Kaiser Permanente cannot solve the affordable housing and homelessness crisis alone. Only through innovative partnerships, strategic investments, and impactful storytelling can we move the needle for our most vulnerable communities. Kaiser Permanente will continue to drive national housing for health initiatives that create more healthy years for all. Kaiser Foundation Health Plan, Inc. continued its support of Enterprise Community Partners' Preservation Next Initiative. The Preservation Next framework will advance strategies that keep low-income residents and communities of color in their homes by retaining housing affordability and stabilizing neighborhoods. It supports the preservation of affordable small- to medium- multifamily homes at risk of being lost to rising rents, deterioration, and destabilization. Through this framework, Enterprise Community Partners will support preservation on a national scale through the deployment of a set of comprehensive, scalable tools and financial resources, training, and capacity building via the Preservation Academies, and providing access to capital for small to medium multifamily home developers. Kaiser Foundation Health Plan, Inc. also continued its partnership with Community Solutions International, Inc. to help accelerate efforts to end chronic homelessness in communities within Kaiser Permanente's national footprint. Community Solutions leads Built for Zero, a movement of cities and counties across the United States that use data to radically change how they work and the impact they can achieve to systematically prevent and reduce homelessness and boost population health. This partnership will strengthen homeless systems of care and support an end to chronic and veteran homelessness for KP communities.
C.Thriving Schools	At Kaiser Permanente, we're committed to not only delivering great health care but also creating communities where people can be healthy in all the places they live, learn, work, and play. Thriving Schools brings together Kaiser Permanente's extensive health care expertise and our partnerships with nationally recognized and trusted organizations working to support schools in becoming a beacon of health in their community. Thriving Schools takes an integrated approach to school health, curating the best thinking and guidance on how to keep students, staff, teachers, and families healthy across four dimensions of health: physical health, mental health, social health, and equity and access. Taking an integrated approach to health means supporting schools and districts in advancing their wellness and educational goals by incorporating health-related strategies into school and district improvement efforts. Like the communities in which they sit, schools often reflect a diversity of cultures, beliefs, and experiences. As such, the services and opportunities they provide must ensure that all students and staff are given the opportunity to reach their full potential. Thriving Schools' integrated approach explicitly addresses equity and inclusion, both in the assessment tools we use, and in the resources, we offer for school staff and district leaders. Kaiser Permanente's Educational Theatre has inspired and empowered millions of students and adults in communities across the United States to make healthy choices. Educational Theatre offers a wide range of award-winning theatrical productions and interactive workshops to schools throughout the Kaiser Permanente footprint. Using the power of theatre and storytelling, our programs directly connect with students and adults through relatable characters and real-life situations. Audiences see themselves represented onstage in our culturally and ethnically diverse casts allowing them to connect with the narrative and educational messages in a meaningful way. Our team builds on this connection, inspiring students, and adults alike to make healthy choices and build stronger communities. Currently, there are 3 programs available in every Kaiser Permanente market. Additionally, Kaiser Foundation Health Plan, Inc. continued its partnership with the Alliance for a Healthier Generation throughout 2022. The partnership will support the Thriving Schools Integrated Approach and Resilience in School Environments which works with school districts in under-resourced communities to implement policy, systems, and environmental changes that will improve the health and well-being of students, staff, teachers, and families. This partnership also aims to reduce stress and burn out of teachers and staff, improve physical health, connectedness, social-emotional skills building, and relationships among students, teachers, staff, families, and community. Kaiser Foundation Health Plan, Inc. also partnered with a collective impact group of well established, nationally recognized organizations working in health and education to participate in the National Healthy Schools Collaborative (NHSC), and to support the dissemination and implementation of the Healthy Schools Ten-Year Roadmap for policymakers and practitioners at the federal, state, and local levels. The ten-year roadmap promotes a more integrated, equitable, and sustainable approach to public health and public education focused on funding, policy, and practice across all levels of government. D. Thrive Local Social determinants of health - the conditions in which people live, learn, work, and play - affect a wide range of health risks and outcomes. Access to quality health care is critical, but social factors, such as lack of safe housing and transportation, inadequate education or job opportunities, and poor access to good nutrition and physical activity, inevitably create barriers to health and wellbeing. While many social resources may exist in a community, they are often unknown to those most in need and disconnected from one another even when serving the same client, creating confusion and exacerbating stress for community members. Through its Thrive Local program, launched in late 2019, Kaiser Permanente has helped establish connected networks of health and social service providers working together to address the needs of both patients and clients in every community we serve. These networks enable health care providers, safety net clinics, social service agencies, government programs, and other participants to make, receive, and track patient and client referrals. Health care providers can refer patients to organizations that address social factors affecting their health, and social service providers can coordinate effectively among themselves to improve community-wide services. Data aggregated through network technology provides a robust source of information on local social needs and service gaps to drive collaborative community planning. We also use this platform to make a searchable database of tens of thousands of community-based programs and services available directly to our communities to explore. Kaiser Permanente's funding in 2022 facilitated growth of these community networks by making participating in these community networks free to community-based organizations and community clinics, enabling them to collaborate more efficiently among each other and ensuring the networks reflect the needs of their respective communities. E. Food and Nutrition Security Food for Life is Kaiser Permanente's comprehensive approach to transforming the economic, social, and policy environments connected to food so that people across the nation have access to, and can afford, healthy food. To help address the food needs of its communities, Kaiser Permanente has invested towards the improvement of food and nutrition security and helped with applications for federal nutrition programs like Supplemental Nutrition Assistance Program (SNAP) and Women, Infants, and Children (WIC). Kaiser Permanente continues to work with community partners to provide free, nutritious meals in low-income communities. In 2022, Kaiser Permanente increased its commitment to food and nutrition security with a pledge to invest $50 million by 2030 to support programs that increase food and nutrition security and improve health outcomes for the country's most vulnerable populations. Kaiser Foundation Health Plan, Inc. partnered with the Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy at Tufts University to harness and accelerate the growing attention, enthusiasm, and evidence surrounding Food is Medicine (FIM). This partnership will build national awareness among stakeholders of the evidence of Food is Medicine interventions, collaborate with national and international experts on a Food is Medicine patient intervention and develop and implement national polling to evaluate and report public understanding of Food is Medicine. This partnership includes increasing awareness of and advocate for FIM interventions particularly in healthcare systems, the media, and policy makers. Kaiser Foundation Health Plan, Inc. also collaborated with the National WIC Association to support development of new opportunities to streamline collaboration between WIC agencies and healthcare providers. This partnership will simplify the WIC enrollment process, reduce duplicative testing, and more holistically coordinate care for low-income families. The National WIC Association will also create a healthcare provider toolkit to distribute webinars, conferences, and communications with relevant partner organizations.
IV.Policy and Systems	A. Thriving Cities The places where we live, learn, work, and play - our cities and towns, our schools, our homes, our neighborhoods - have an enormous impact on our health. And how we shape those places, through public policy and the support for healthy environments, has the potential to make real, lasting impacts on our surroundings and our everyday quality of life. Through Kaiser Foundation Health Plan, Inc.'s ongoing partnerships with community organizations, municipal leaders, and public health champions, we are working to incorporate health, equity and sustainability considerations into public policy and the built environment in ways that influence how neighborhoods take shape and grow. Since 2018, we have partnered with the de Beaumont Foundation, a leader in public health philanthropy, to help U.S. cities thrive through the CityHealth initiative. CityHealth tracks and reports on proven policy solutions and works with cities to advance policies that achieve community health priorities. Through this relationship, Kaiser Foundation Health Plan, Inc. leverages its deep expertise in health policy, government relations, and community-based prevention to accelerate cities' efforts to improve people's health and quality of life. The policy menu includes affordable housing trusts, complete streets, earned sick leave, eco-friendly purchasing, flavored tobacco restrictions, greenspace, healthy food purchasing, healthy rental housing, high-quality and accessible pre-K, legal support for renters, safer alcohol sales, and smoke free indoor air. For Kaiser Foundation Health Plan, Inc., this partnership complements the organization's established approach to community health - bringing together health leaders, clinicians and community partners to help solve the social, economic and environmental health challenges facing the residents who live in the communities it serves. Additionally, Kaiser Foundation Hospitals continued its support of the Vose River Charitable Fund, an organization established by the de Beaumont Foundation to develop tools and collaborate with other nonprofit organizations and government health departments to support effective policies and the public health workforce. Our ongoing partnership with the Vose River Charitable Fund will ensure the CityHealth initiative continues to have sufficient staffing and consultants, policy-specific technical assistance, policy assessment research and communications support. This alliance will continue to support a new policy menu and greater reach among cities in Kaiser Permanente's footprint. B. Environmental Stewardship At Kaiser Permanente, we believe it is our responsibility as a health care provider to minimize our environmental impact. We know one way to improve the health of the people who live in the communities we serve is by improving their environmental conditions. We also prioritize partnerships with others to develop policies and systems that strengthen community health and protect the environment. Through innovations in energy use, construction and building strategies, supply chain, food systems, finance, and clinical practice that promote community health, we are leading the health care sector in reducing environmental contributors to disease and illness. We have, and will continue to, set ambitious goals to drive both internal and sector-wide action. We prioritize reducing greenhouse gas emissions to lower our carbon footprint and lower the climate impact on the health of the communities Kaiser Permanente serves. KFH believes that the race to halting climate change is a collaborative one. We prioritize building partnerships and support organizations with shared goals and incentives for combating the causes of a changing climate. We are focused on changing the narrative by putting health at the center of climate change. Kaiser Permanente's mission reflects our belief that where and how people live has a meaningful impact on their health and wellbeing. We will continue to work to improve the conditions for health and equity in the communities we serve by addressing the root causes of health, such as economic opportunity, affordable housing, health and wellness in schools and a healthy environment. We do this by listening to our communities, ensuring health access, shaping policy, making systems change and advancing the future of community health through innovation. In 2022, we also dedicated 32% of overall spending on products to items that met our Environmentally Preferable Purchasing standards and ensured 100% of our overall operations were powered by renewable electricity. C. Health Professionals Education Our Graduate Medical Education (GME) program provides training and education for medical residents and interns in the interest of educating the next generation of physicians. The program attracts some of the top medical school graduates in the United States and serves as a national model by exposing future health care providers to an integrated health care delivery system. Residents are offered the opportunity to serve a large, culturally diverse patient base in a setting with sophisticated technology and information systems, established clinical guidelines and an emphasis on preventive and primary care. The majority of medical residents are studying within the primary care medicine areas of family practice, internal medicine, ob/gyn, pediatrics, preventive medicine, and psychiatry. In addition to GME, we provide a range of training and education programs for nurse practitioners, nurses, radiology and sonography technicians, physical therapists, post-graduate psychology and social work students, pharmacists, and other non-physician health professionals. D. Research Kaiser Permanente's research efforts are core to the organization's mission to improve population health, and its commitment to continued learning. Kaiser Permanente researchers study critical health issues such as cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvement. Kaiser Permanente's research is broadly focused on three themes: understanding health risks; addressing patients' needs and improving health outcomes; and informing policy and practice to facilitate the use of evidence-based care. Kaiser Permanente is uniquely positioned to conduct research due to its rich, longitudinal, electronic clinical databases that capture virtually complete health care delivery, payment, decision-making and behavioral data across inpatient, outpatient, and emergency department settings.
V. Pandemic Response	It is clear that COVID-19 is now firmly entrenched in our communities and synced to the seasonality of other upper respiratory viruses, such as the flu. Unlike the flu, COVID-19 continues to have an outsized impact on the health of our communities, especially for those that remain unvaccinated. Kaiser Permanente has continued to provide support, both in the form of grants and in in-kind contributions, to increase education around and prevention of COVID-19. In 2022, Kaiser Permanente continued to elevate trusted messenger campaigns in collaboration with community partners to expand public education to individuals and communities at highest risk for contracting COVID-19 in every market. Kaiser Permanente extended support to community partners with initiatives aimed at abating social isolation among elderly individuals and providing community-based organizations with educational materials that could be adapted for flexible use across social media platforms to encourage individuals to get vaccinated or boosted. Kaiser Permanente also provided in-kind personal protective equipment (PPE), cleaning supplies, and hygiene products for community partners to use to safeguard learning and living environments. The COVID-19 pandemic highlighted weaknesses in both schools and public health infrastructure. In response to the pandemic, Kaiser led the charge to gather the National Healthy Schools Collaborative in order to strengthen the mental, physical, and socio-emotional health of all school employees and students and, together, launched the "Ten-Year Roadmap to for Healthy Schools." To help rebuild public health infrastructure weakened by the strains of the pandemic, Kaiser Permanente began to collaborate with a coalition of public health and community organizations to develop a public health research agenda that reflects where investments should focus to drive public health improvements.
Form 990, Part V, Line 4B - Foreign Countries Continued	THAILAND, TURKEY, UNITED ARAB EMIRATES, UNITED KINGDOM, BERMUDA AND IRELAND.
Form 990, Part VI, Line 1A	VOTING MEMBERS AND GOVERNING BODY THE EXECUTIVE COMMITTEE, COMPOSED OF THE DIRECTORS THAT ARE THE CHAIRS OF THE BOARD'S OTHER STANDING COMMITTEES, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: A. FILL VACANCIES ON THE BOARD OR THE COMMITTEE; B. FIX THE COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OR ANY COMMITTEE; C. ADOPT, AMEND OR REPEAL BYLAWS; D. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS CANNOT BE AMENDED OR REPEALED BY THE EXECUTIVE COMMITTEE; E. APPOINT COMMITTEES OF THE BOARD OR APPOINT THE MEMBERS THEREOF; OR F. APPROVE ANY ASPECT OF A TRANSACTION INVOLVING THE COMPANY WHEN A DIRECTOR HAS A MATERIAL FINANCIAL INTEREST IN THAT TRANSACTION, EXCEPT AS EXPRESSLY PROVIDED BY THE LAW.
Form 990, Part VI, Line 2	Family or Business Relationships Board members Eugene Washington, MD and Richard Shannon, MD have a business relationship. Board members Jeff Epstein and Jenny Ming have a business relationship.
Form 990, Part VI, Line 5	Diversion of Assets Fraudulent claims in the amount of $417,000 with approximately $328,000 reimbursed occurred. The case has been referred to law enforcement. Procedures have been implemented to mitigate risk of potential occurrences. Theft of organization's assets in the amount of $357,000 with approximately $18,000 reimbursed occurred. The case has been referred to law enforcement. Procedures have been implemented to mitigate risk of potential occurrences. Theft of organization's assets in the amount of $1,100,000 occurred. The case has been referred to law enforcement. Procedures have been implemented to mitigate risk of potential occurrences.
FORM 990, PART VI, LINE 11B	FORM 990 REVIEW PROCESS 1. KEY INFORMATION NECESSARY FOR THE PREPARATION OF THE TAX RETURN IS OBTAINED AND/OR CONFIRMED WITH INTERNAL SOURCES INCLUDING REGIONAL FINANCE, EXECUTIVE COMPENSATION, COMMUNITY HEALTH DEPARTMENT, TREASURY, GOVERNMENT RELATIONS, AND LEGAL. 2. PRIOR TO FINALIZATION, THE RETURN IS REVIEWED BY AN EXTERNAL TAX ADVISOR. 3. ONCE SIGNED BY AN EXTERNAL TAX ADVISOR, THE RETURN AND UNDERLYING DATA ARE REVIEWED BY AN OFFICER OR A MEMBER OF MANAGEMENT DESIGNATED BY AN OFFICER FOR SIGNATURE AND FILING. 4. COPIES ARE THEN PROVIDED TO BOARD MEMBERS PRIOR TO FILING.
Form 990, Part VI, Line 12C	Ethics and Compliance Ongoing Monitoring and Enforcement Activities Kaiser Permanente regularly and consistently monitors and enforces compliance with the Conflicts of Interest policy in the following ways: Reporting Conflicts of Interest Concerns - The Kaiser Permanente Ethics and Compliance Hotline or Webline is available to all employees, vendors, contractors, and agents to anonymously report actual or perceived conflicts of interest. This process is managed by a third party; however, all reported allegations are provided to Ethics and Compliance for investigation, and if required, corrective action. Employees are prohibited from retaliating against or intimidating anyone who reports concerns in good faith or refuse to participate in wrongdoing. Annual Disclosure Process - Annually, Directors, Officers, Key Employees, Executives, and other employees in roles with elevated risk are required to complete a Conflicts of Interest Disclosure (COID). Responses are reviewed by Ethics and Compliance, Board Services, and / or the Governance, Accountability and Nominating Committee of the Kaiser Foundation Health Plan/Hospital Board of Directors. When actions are required, they are addressed in accordance with policies and written standards. Conflicts of interest responses and actions are maintained for tracking and reporting purposes. Ongoing Disclosure Process - In addition to the annual disclosure process and in accordance with the Conflicts of Interest policy, on an ongoing basis Ethics and Compliance receives, consults, and reports conflicts of interest matters. External Audit Review of Disclosures - Annually, as a part of the Kaiser Permanente external audit, an outside certified public accounting firm reviews the COID process and actions taken for Directors, Officers, Key Employees, and Executives. The results, inclusive of any findings, are presented to the Kaiser Foundation Health Plan/ Hospital Audit and Compliance Committee of the Board of Directors. Awareness and Enforcement - Kaiser Permanente adheres to the following general awareness and enforcement guidelines: - Annually, the Conflicts of Interest and Corrective / Disciplinary Action policies are provided and reviewed as a part of the general ethics and compliance training and the Conflicts of Interest Policy is attested to during the disclosure process. - Represented employees are subject to corrective/disciplinary action provisions outlined in the regional or national collective bargaining agreements and applicable policies. - In the event disciplinary action is required due to failure to comply with applicable legal and regulatory requirements, Kaiser Permanente policies and procedures, the Code of Conduct (Principles of Responsibility), unsatisfactory performance, or misconduct disciplinary action includes, but is not limited to: * verbal discussion, coaching, and/or warning by the employee's immediate; supervisor or higher-level manager to correct the problem; * written notice, with or without final warning; * suspension, with or without final warning; or * termination of employment
Form 990, Part VI, Line 15A/B	COMPENSATION DETERMINATION THE EXECUTIVE COMPENSATION PROGRAM AS ADMINISTERED BY KAISER FOUNDATION HEALTH PLAN, INC. IS DESIGNED TO RECRUIT, RETAIN AND MOTIVATE QUALIFIED SENIOR MANAGEMENT PERSONNEL. SENIOR MANAGEMENT PERSONNEL HAVE A SIGNIFICANT IMPACT ON THE STRATEGIC AND POLICY DIRECTION AND RESULTS OF THE ORGANIZATION. THEREFORE, THE EXECUTIVE COMPENSATION PROGRAM IS, TO A SIGNIFICANT DEGREE, PERFORMANCE-BASED. THE COMPENSATION PROGRAM IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS (EXECUTIVES) ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. BASE PAY FOR EXECUTIVE POSITIONS IS ESTABLISHED AT A LEVEL COMPARABLE TO THE RELEVANT MARKET. IN ADDITION, OTHER COMPONENTS OF THE COMPENSATION PROGRAM BEAR 'AT-RISK' FEATURES DESIGNED TO FOCUS ON STRATEGICALLY IMPORTANT PERFORMANCE GOALS AND TO ASSIST IN ATTRACTING AND RETAINING TOP PERFORMERS. THE EXECUTIVE COMPENSATION PROGRAM IS TARGETED TO BE COMPETITIVE TO THE COMPARABLE EXTERNAL MARKET IN WHICH THE ORGANIZATION COMPETES FOR EXECUTIVE LEADERSHIP. EVALUATION OF COMPARABLE PAY DATA IS PERFORMED BY AN INDEPENDENT COMPENSATION, BENEFITS & HUMAN RESOURCES CONSULTING FIRM. THE COMPENSATION PROGRAM FOCUSES ON OBJECTIVES IN THE AREAS OF QUALITY OF MEMBER CARE AND SERVICE, MEMBERSHIP GROWTH, FINANCIAL SOUNDNESS, AND THE COMMUNITY AND SOCIAL MISSION OF THE ORGANIZATION.
Form 990, Part VI, Line 18	Forms 990 are available on GuideStar.org website.
Form 990, Part VI, Line 19	Public Inspection Governing documents and conflict of interest policy are available upon request as disclosed to other regulatory bodies. Financial Statements are on file with the state regulatory agency. Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with Independent Auditors' Report. To request copies contact: National Communications - RM Operations Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, 22nd Floor Oakland, CA 94612
Form 990, Part VII, Section A, Column B	HOURS FOR RELATED ORGANIZATIONS INDIVIDUALS WHO ARE BOTH OFFICERS AND MEMBERS OF BOARDS OF DIRECTORS WORK FULL TIME AS EMPLOYEES AS WELL AS FULFILL THEIR BOARD ASSIGNMENT. ALL OFFICERS WORK FULL TIME IN THEIR EMPLOYEE CAPACITY. FULL TIME WORK MAY REQUIRE IN EXCESS OF THE TRADITIONAL 40 HOUR WEEK. GIVEN THE INTEGRATED NATURE OF OUR ORGANIZATION, EMPLOYEES MAY PROVIDE SUPPORT FOR VARIOUS KAISER PERMANENTE COMPANIES. THE AVERAGE HOURS PER WEEK REPORTED FOR THE FILING ORGANIZATION AND RELATED ORGANIZATIONS WAS ESTIMATED.
Form 990, Part XI, Line 9	Other changes in net assets or fund balances Capital Transfers 3,546,947 Change in Pension & Retirement Liabilities 5,373,872,990 Other Than Temporary Impairment (972,935,258) Gain/Loss on Sale of Investments - Book (6,973,601) Gain/Loss on Sale of Investments - Tax 141,521,142 Total 4,539,032,220

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
KP CAL LLC
ONE KAISER PLAZA - 26TH FLOOR	OAKLAND	CA	94612	202712661	HEALTH CARE	CA	$0	$0	KFHP Inc
ORDWAY INDEMNITY LTD
ONE KAISER PLAZA - 26TH FLOOR	OAKLAND	CA	94612	900031974	INSURANCE		$6,731,703	$42,428,947	ORDWAY INT'L	BD
ORDWAY INTERNATIONAL LTD
ONE KAISER PLAZA - 26TH FLOOR	OAKLAND	CA	94612		Holding Co.		$18,600	$9,633,504	KFHP Inc	BD
PERMANENTE ADVANTAGE LLC
ONE KAISER PLAZA - 26TH FLOOR	OAKLAND	CA	94612	320240554	Health Care	DE	$2,239,972	$2,521,197	KFHP Inc
RAINBOW DIALYSIS LLC
ONE KAISER PLAZA - 26TH FLOOR	OAKLAND	CA	94612	270473737	Health Care	DE	$9,002,050	$13,330,249	KFHP Inc

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
Kaiser Foundation Hospitals
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	941105628	Health Care	CA	501(c)(3)	3	NA	false
Kaiser Foundation Health Plan of CO
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	840591617	Health Care	CO	501(c)(3)	10	KFHP Inc	Yes (true)
Kaiser Foundation Health Plan of GA Inc
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	581592076	Health Care	GA	501(c)(3)	10	KFHP Inc	Yes (true)
Kaiser Foundation Health Plan of the MAS
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	520954463	Health Care	MD	501(c)(3)	10	KFHP Inc	Yes (true)
Kaiser Foundation Health Plan of the NW
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	930798039	Health Care	OR	501(c)(3)	10	KFHP Inc	Yes (true)
Kaiser Fdn Health Plan of Washington
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	910511770	Health Care	WA	501(c)(3)	3	KFHPW Hldng	Yes (true)
Kaiser Hospital Asset Management Inc
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	943299125	Asset Mgmt	CA	501(c)(3)	12-I	KFH	Yes (true)
Kaiser Health Plan Asset Management Inc
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	943299124	Asset Mgmt	CA	501(c)(3)	12-I	KFHP Inc	Yes (true)
Camp Bowie Service Center
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	943299123	Admin	CA	501(c)(3)	12-I	KFHP Inc	Yes (true)
Lokahi Assurance LTD
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	912171891	WC Placement	HI	501(c)(3)	12-I	KFHP Inc	Yes (true)
1800 Harrison Foundation
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	943317484	Financing	CA	501(c)(3)	12-I	KFHP Inc	Yes (true)
Kaiser Hospital Assistance Corporation
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	311779500	Financing	CA	501(c)(3)	12-I	KFH	Yes (true)
Kaiser Health Alternatives
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	930954562	Health Care	OR	501(c)(3)	10	KFHP Inc	Yes (true)
KP Bernard J Tyson School of Medicine
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	814053028	Medical Edu.	CA	501(c)(3)	2	KFH	Yes (true)
KFHPW Holdings
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	930480268	Health Care	WA	501(c)(3)	12-I	KFHP Inc	Yes (true)
Group Health Northwest
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	911216856	Inactive	WA	501(c)(3)	12-I	KFHP of WA	Yes (true)
Group Health of Washington
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	911314907	Inactive	WA	501(c)(3)	12-I	KFHP of WA	Yes (true)
Kaiser Fdn For The Adv of Integrated HC
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	823819611	Advocacy	CA	501(c)(4)	N/A	KFHP Inc	Yes (true)
Kaiser Foundation Health Plan of NV Inc
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	372097870	Health Care	DE	501(c)(4)	10	KFHP Inc	Yes (true)
KP Medical Foundation
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	920685740	Health Care	DE	501(c)(3)	12-I	KFHP Inc	Yes (true)
KFH Holdings Inc
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	884172095	Holding Co	DE	501(c)(3)	12-I	KFH	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	UBI Code VUBICodeVAmt	OwnershipOwnershipPct
NXT CAP SR FD I LLC
191 N Wacker Dr 1200	Chicago	IL	60606	371651297	Investment	DE	NA	N/A	$0	$0	$0	0.00000
Garfield Health Sol E Pvt Ltd
1 Kaiser Pl - 26th Fl	Oakland	CA	94612		Admin	IN	NA	N/A	$0	$0	$0	0.00000
Maui Nui ASC Holdco LLC
1 Kaiser Pl - 26th Fl	Oakland	CA	94612		Holding Co	HI	NA	N/A	$0	$0	$0	0.00000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
Oak Tree Assurance Ltd
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	030329760	Insurance	VT	KFHP Inc	C CORP	$4,983,403	$86,293,696	1.00000	Yes (true)
Kaiser Permanente Insurance Company
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	943203402	Insurance	CA	KFHP Inc	C CORP	$166,482,627	$238,752,848	1.00000	Yes (true)
Kaiser Permanente International
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	943245176	Consulting	CA	NA	C CORP	$0	$0		Yes (true)
KFHP of Washington Options Inc
One Kaiser Plaza - 26th Floor	Oakland	CA	94612	911467158	Insurance	WA	NA	C CORP	$0	$0		Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	Yes (true)	AssetPurchaseFromOtherOrgInd
Asset Exchange	Yes (true)	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (73 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
KAISER FOUNDATION HOSPITALS
J	$99,864	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
L	$3,779,107,458	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
M	$23,421,523,193	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
O	$54,989,794	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
P	$4,607,653,244	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
Q	$7,743,101,525	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
R	$2,845,386,011	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
S	$359,547,638	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
B	$175,828	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
L	$211,390,112	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
M	$28,516,978	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
P	$71,958,061	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
Q	$102,139,285	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
R	$133,744,423	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
S	$49,363,586	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
L	$117,850,110	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
M	$31,792,125	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
P	$21,405,935	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
Q	$195,388,375	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
R	$463,059,622	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
S	$29,249,247	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
L	$327,764,170	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
M	$47,248,182	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
P	$48,114,267	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
Q	$226,532,076	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
R	$402,888,882	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
S	$114,844,647	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
A	$43	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
L	$257,845,484	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
M	$65,081,048	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
P	$36,986,392	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
Q	$39,032,530	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
R	$537,071,363	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
S	$67,524,343	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
L	$115,744,325	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
M	$28,080,089	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
P	$5,026,892	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
Q	$24,123,978	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
R	$11,985,738	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
S	$821,788	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
L	$62,121,461	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
M	$958,540	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
P	$25,903,496	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
Q	$8,768,789	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
R	$289,006,247	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
S	$2,555,721	PER AGREEMENT
KAISER FDN FOR THE ADV OF INTEGRATED HC
R	$1,099,489	PER AGREEMENT
KAISER FDN FOR THE ADV OF INTEGRATED HC
S	$130,000	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
B	$149,316	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
L	$182,943,305	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
M	$155,004,403	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
P	$24,096,825	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
Q	$49,614,582	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
R	$14,111,162	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
S	$445,696	PER AGREEMENT
LOKAHI ASSURANCE LTD
L	$109,508,865	PER AGREEMENT
LOKAHI ASSURANCE LTD
M	$146,940,755	PER AGREEMENT
LOKAHI ASSURANCE LTD
Q	$294,877,450	PER AGREEMENT
LOKAHI ASSURANCE LTD
R	$38,901,934	PER AGREEMENT
LOKAHI ASSURANCE LTD
S	$3,241,860	PER AGREEMENT
KAISER PERMANENTE INTERNATIONAL
Q	$509,439	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
H	$1,666,000	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
K	$67,157,102	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
P	$1,741,113	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
Q	$962,552	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
R	$671,232	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
S	$5,235,212	PER AGREEMENT
OAK TREE ASSURANCE LTD
L	$724,768	PER AGREEMENT
OAK TREE ASSURANCE LTD
M	$250,410	PER AGREEMENT
OAK TREE ASSURANCE LTD
P	$3,120,647	PER AGREEMENT
OAK TREE ASSURANCE LTD
Q	$1,883,620	PER AGREEMENT
KP MEDICAL FOUNDATION
Q	$6,368,615	PER AGREEMENT
1800 HARRISON FOUNDATION
A	$3,526,947	PER AGREEMENT